E.S. Barr & Co’s WEC Energy WEC Stock Holding History

E.S. Barr & Co’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,894	Closed	-$305K	–	135
2025 Q4	$305K	Buy	+2,894	New	+$320K	0.02%	113

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

E.S. Barr & Co's WEC Position: Q1 2026 in Review

E.S. Barr & Co sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 2,894 shares — an estimated $305K sold.

E.S. Barr & Co first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $305K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

E.S. Barr & Co reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
E.S. Barr & Co sold 2,894 WEC Energy shares in Q1 2026, an estimated $305K.
E.S. Barr & Co first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
E.S. Barr & Co's WEC Energy position peaked at $305K in Q4 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.